Zhang Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Zhang Financial’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$539K	Sell
2025 Q1	$529K	Buy
2024 Q4	$368K	Sell
2024 Q3	$391K	Buy
2024 Q2	$358K	Sell
2024 Q1	$383K	Buy
2023 Q4	$353K	Buy
2023 Q3	$324K	Hold
2023 Q2	$338K	Buy